HHM Wealth Advisors’s Trustmark TRMK Stock Holding History

HHM Wealth Advisors’s Portfolio TRMK Stock Details TRMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.55K	Hold	164	–	–	﹤0.01%	669
2026 Q1	$6.91K	Hold	164	–	–	﹤0.01%	686
2025 Q4	$6.39K	Hold	164	–	–	﹤0.01%	674
2025 Q3	$6.5K	Hold	164	–	–	﹤0.01%	693
2025 Q2	$5.98K	Hold	164	–	–	﹤0.01%	673
2025 Q1	$5.66K	Hold	164	–	–	﹤0.01%	663
2024 Q4	$5.8K	Hold	164	–	–	﹤0.01%	665
2024 Q3	$5.22K	Hold	164	–	–	﹤0.01%	648
2024 Q2	$4.93K	Hold	164	–	–	﹤0.01%	633
2024 Q1	$4.61K	Hold	164	–	–	﹤0.01%	634
2023 Q4	$4.57K	Hold	164	–	–	﹤0.01%	635
2023 Q3	$3.56K	Hold	164	–	–	﹤0.01%	674
2023 Q2	$3.46K	Hold	164	–	–	﹤0.01%	698
2023 Q1	$4.05K	Buy	+164	New	+$4.85K	﹤0.01%	669

Other funds holding TRMK

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return